Let's take a walkthrough on the Group function and other actions possible on Ledger transaction line items within the Ledger.
Click here for an overview of the ledger.
Explore this video for a thorough walkthrough.
Topics Covered
First, check out how to navigate to the ledger!
- Search for the patient using the Global Search bar.
- Hover over Billing > select Ledger.
- Click Linked Account Members to view all linked family members of the patient.
- To view all referral sources of the patient, click Ref. Sources (Referral Sources).
- Scroll down to see all ledger transactions under the All Transactions tab.
- You can click the Requires Attention tab to view particular transactions that require a pending action from the user, For example, it may be due to unapplied credits pending, or due to a pending patient payment, etc.
- The required Action will be displayed on each line item as shown below.
View Details
The View Details button opens a modal to provide more information about the transaction, and it varies on the transaction type.
To view details of a transaction line item, click View Details for the desired item under All Transactions.
Let's see what information this button brings for different types of transaction types.
1. On Completed Procedure Codes
- Clicking View Details on a line item with completed procedure codes brings up the Payment Allocation modal, where we can see where we started and where we ended on a code regarding the balance.
2. On Patient Payments
- Clicking View Details on a line item with a patient receipt brings up the ‘Payment Details’ modal, where you can view the receipt details, transactions, refunds, adjust-offs, and the history of the receipt.
Group Transactions
To group transaction line items, perform the following steps.
Click on the required line item or on the icon to Group Transactions.
It highlights the linked transaction(s) in red and groups them together temporarily so they are lined up one after another and they become easier to find.
Right-click Action Items
While you are in the ledger, right click on any line item to view the category-specific context menu that offers quick access to relevant actions.
Watch this video for a quick overview.
Completed Codes
- Right-click on any completed code to view the Add Adjustment menu.
- Click on Add Adjustment to open the Payment Allocation modal.
- Select the Adj. Type and Adj.Code.
- Click Apply.
Patient Receipts
Right-click on any patient receipt with Unapplied Credits to view Apply Payment and Delete Payment menu.
When you select Reverse Payment:
- On the Reverse Receipt(s) modal that appears, click Reverse Receipts to proceed.
When you select Delete Payment:
- Enter the Reason for Deleting the Receipt.
- Click Delete Receipt.
Refund
- Right-click on the intended Refund to view the Reverse Refund menu.
- Click on Reverse Refund to reverse the transaction that you have applied earlier.
On the modal that appears
- Checkmark the intended refund receipt.
- Click Reverse Refund to proceed.
Actions Available on Ledger
1. Print
- To print the entire ledger without any customisations or filters, click Print > Print All Values.
- To print only the selected ledger values with customisations and/or filters, click Print > Print Current Screen.
2. Text To Pay
If you have 'Text to Pay' enabled in your environment, you can send a payment request via text message to patients by performing the steps given below.
- Click Text To Pay.
- Select Pending Dues or enter a Custom Amount.
- Click Send Message.
3. Add Code
To add a Procedure Code.
Click Add Code.
- Select Add Procedure Code.
- Select Location and Provider.
- Add Conditions, Treatments, and Explosion Codes as needed.
4. Add Payment / Adjustment
To add a patient payment or an adjustment:
- Click Add Payment / Adj. (Adjustment).
- Select Add Patient Payment or Add Adjustment as needed.
Practices can use this simple guide to learn about the ledger transactions and its extended features.